Invesco Municipal Opportunity Trust
VMO
115 hedge funds and large institutions have $229M invested in Invesco Municipal Opportunity Trust in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 28 reducing their positions, and 13 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
38% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 13
36% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 28
33% more capital invested
Capital invested by funds: $172M → $229M (+$57.3M)
5% more funds holding
Funds holding: 110 → 115 (+5)
4.42% more ownership
Funds ownership: 30.98% → 35.4% (+4.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$5.56M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$5.3M |
| 3 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$4.26M |
| 4 |
BI
Bramshill Investments
Naples,
Florida
|
+$4.07M |
| 5 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$3.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$4.58M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$2.32M |
| 3 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
-$2.14M |
| 4 |
RJT
Raymond James Trust
St. Petersburg,
Florida
|
-$1.02M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$531K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Baird Financial Group
Milwaukee,
Wisconsin
| – | -$86.2K | -10,478 | Closed |
|
127
Jones Financial Companies
Des Peres,
Missouri
| – | -$8.23K | -1,000 | Closed |
|
|
CT
128
Caldwell Trust
Venice,
Florida
| – | -$2.8K | -340 | Closed |
|
|
CSPIA
129
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$2.61K | -318 | Closed |
|
VMO Hedge Fund Activity: Q4 2023 in Review
115 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q4 2023, worth a combined $229M — up 33% from $172M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new VMO positions and 13 closed out — a net gain of 5 holders — while 38 added to existing stakes and 28 trimmed.
The largest buyer was Saba Capital Management, adding an estimated $5.56M. The largest seller was UBS Group, cutting an estimated $4.58M.
- 115 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q4 2023, up from 110 in Q3 2023.
- Funds reported $229M of Invesco Municipal Opportunity Trust stock for Q4 2023, up 33% quarter-over-quarter.
- 18 funds opened new Invesco Municipal Opportunity Trust positions in Q4 2023 and 13 closed out, a net change of +5 holders.
- The largest Invesco Municipal Opportunity Trust buyer in Q4 2023 was Saba Capital Management, an estimated $5.56M added.
- The largest Invesco Municipal Opportunity Trust seller in Q4 2023 was UBS Group, an estimated $4.58M sold.
Based on aggregated 13F filings for Q4 2023.